PREF vs VTI

APREF

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income5.00%PREF · $500 on $10k

Smallest drop−2.9%PREF · worst fall in 1Y

Held in common0.0%PREF and VTI

PREF

VTI

Principal Spectrum Preferred Securities Active ETF · $1.9BVanguard Morningstar Total Stock Market ETF · $689B

+9.0%3 years · per year$12,965 · $18,090+21.8%

+2.8%5 years · per year$11,466 · $16,697+10.8%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

5.00%12-mo yield$500 · $106 on $10k1.06%

−2.9%Worst dropSmaller wins−8.9%

3.4%VolatilityLower wins13.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPREF · VTI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.00%	+0.5%	+1.2%	+2.1%	+9.0%	+2.8%	−2.9%	$1.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.00%	+0.5%	+1.2%	+2.1%	+9.0%	+2.8%	−2.9%	$1.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PREF vs VTI

PREF

Principal Spectrum Preferred Securities Active

$11,466

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasurePREFVTI

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield5.00%1.06%

5 years, per year+2.8%+10.8%

3 years, per year+9.0%+21.8%

Worst drop · 1Y−2.9%−8.9%

Volatility · 1Y3.4%13.9%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.6%

+11.6%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$93.2B

1–0VTI wins

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: PREF, VTI, QQQ

Today

49.9%most shared, VTI and QQQ

PREFVTIQQQ

PREF—0.0%0.0%

VTI0.0%—49.9%

QQQ0.0%49.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$445most kept, PREF

PREF$500 − $55 = $445

VTI$106 − $3 = $103

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee